SIC
IBDP

Salem Investment Counselors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Salem Investment Counselors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,212
Closed -$154K – 1163
2023
Q3 		$154K Buy
+6,212
New +$153K 0.01% 366

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Salem Investment Counselors's IBDP Position: Q4 2023 in Review

Salem Investment Counselors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2023, closing a stake of 6,212 shares — an estimated $154K sold.

Salem Investment Counselors first reported a position in IBDP in Q3 2023 and held it in 1 quarter. The position peaked at $154K in Q3 2023. 350 funds tracked by Wall St. Rank hold IBDP as of Q4 2023.

  • Salem Investment Counselors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 6,212 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2023, an estimated $154K.
  • Salem Investment Counselors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
  • Salem Investment Counselors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $154K in Q3 2023.
  • 350 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2023.

Based on Salem Investment Counselors's 13F filing for Q4 2023, filed 16 Jan 2024.